Jeff Morris, Managing Director and Principal of Austin’s Financial Management practice area, recently spoke at the Finance & Accounting Forum sponsored by the Financial Managers Society on June 13 in New Orleans. Jeff’s presentation was on Branch Transformation Strategies. Jeff addressed the branch’s impact on bank profitability and the transformation from branch based customer relationships to multi-channel

Jeff Morris, Managing Director and Principal of Austin’s Financial Management practice area, recently spoke at the Indiana Mega Conference sponsored by the Indiana Bankers Association on May 12 and 13 in Indianapolis. Jeff’s presentation was on How to Compete with Regional Banks for Commercial Loans. Jeff addressed how community banks can protect highly profitable customer

Welcome to the inaugural edition of the Commercial Lending Trends & Strategies newsletter from Austin Associates and LoanPricingPRO™. We wanted to create a vehicle such as this to share thoughts and ideas with clients, friends, and others who are interested in commercial lending trends, strategies and best practices.

This digital newsletter will provide a forum for sharing successful strategies, risks and pitfalls to avoid, and best practices in commercial loan pricing and commercial loan portfolio management.

We’d also like to hear from you, particularly regarding challenges you are experiencing and problems you are working on that you’ve not yet fully resolved. Simply reply to this email and tell us about issues that are on your mind, topics you’d like to see discussed, and other subjects you like to see addressed.

Austin Associates, LLC appears prominently on the agenda at the 21st annual Acquire or Be Acquired Conference (AOBA) sponsored by Bank Director on January 25-27 in Scottsdale, Arizona. Craig Mancinotti and Rick Maroney, who co-manage Austin Associates’ Investment Banking practice area, will be collaborating with C. Robert Monroe and Ernest J. Panasci, partners, Stinson Leonard Street, LLP, in a workshop on Sunday, January 25 addressing the financial and legal fundamentals of mergers and acquisitions. In addition, Mancinotti and Maroney will lead a group discussion, “Incorporating M&A into Your Strategic Planning Process,” on Tuesday, January 27.